FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$992K
3
+$990K
4
CSCO icon
Cisco
CSCO
+$319K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$223K

Top Sells

1
+$2.82M
2
+$2.21M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.32M
5
ADBE icon
Adobe
ADBE
+$800K

Sector Composition

1 Technology 25.32%
2 Healthcare 12.73%
3 Industrials 8.76%
4 Energy 8.58%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K 0.01%
250
252
$7K 0.01%
1,000
+700
253
$7K 0.01%
225
254
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255
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2,000
256
$7K 0.01%
4,000
257
$7K 0.01%
588
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258
$6K 0.01%
200
259
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700
260
$6K 0.01%
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261
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150
262
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1,000
263
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264
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265
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266
$6K 0.01%
4
267
$5K 0.01%
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268
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36
269
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2,000
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270
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271
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5,000
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272
$5K 0.01%
500
273
$4K ﹤0.01%
2,000
274
$4K ﹤0.01%
4,970
275
$4K ﹤0.01%
100
9 10
11
12 13